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Bloomberg Surveillance

Single Best Idea with Tom Keene: Chris Whalen & Steve Auth

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 15 October 2025

⏱️ 6 minutes

🧾️ Download transcript

Summary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Chris Whalen & Steve Auth.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

I'm Carol Masser. And I'm Tim Steneveck, inviting you to join us for the Bloomberg Businessweek Daily Podcast. Now, every day we are bringing you reporting from the magazine that helps global leaders stay ahead. We've got insight on the people, the companies and trends that are shaping today's complex economy. That's right. Tim, we're all over global business, finance, tech news, all as it is happening in real time, and we've got complete coverage of the U.S. market close.

0:23.4

Gotta say, basically, tech news, all as it is happening in real time, and we've got complete coverage of the U.S. market close. I've got to say, basically, if it impacts financial markets, if it impacts companies, if it's impacting trends and narratives that are out there, we are on it. We also have a lot of fun doing it. Bloomberg Business Week also brings you the analysis behind the headlines through conversations with our expert guests.

0:37.7

And we are doing this all live each weekday. And then we bring you the best analysis in our daily

0:42.6

podcast. Search for Bloomberg Business Week on YouTube, Apple, Spotify, or anywhere else you listen.

0:47.6

Check it out on your way home from work to catch up on the conversations that you miss during the business day.

0:52.0

And on the weekend, check it out for a complete wrap-up of your Business Week.

0:55.8

That's the Bloomberg Business Week Daily podcast.

0:58.0

I'm Carol Masser.

0:58.8

And I'm Tim Stanovex.

0:59.9

Subscribe today wherever you get your podcasts.

1:07.6

Bloomberg Audio Studios.

1:10.0

Podcasts Radio News.

1:17.0

A single best idea, which is visit Houston.

1:20.1

Just got back from a wonderful moment with the Houston CFA Society, their celebration.

1:26.7

Their 70th anniversary of financial analysis

1:30.5

and, of course, all the bustling energy and medical businesses of Houston and much, much more

1:37.0

extraordinary flying out of IAH, the Houston Airport, the Bush Airport.

1:42.2

Just you see the warehouse and distribution

1:45.7

juggernaut that we in the East never see. Absolutely extraordinary. And that goes to

1:51.7

what I'm really focused on now and in the coming weeks, which is the supply line study

1:58.8

of our trade dynamics. Mr. Besson and Mr. Greer had a press conference today,

2:04.7

talking, alluding to that with China a bit, but I think going forward, supply line dynamics

...

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